Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.

In our latest podcast episode Alison Savas is joined by Portfolio Manager John Stavliotis who shares some surprising observations from a recent research trip to China.

There has been a significant shift in Government policy around the troubled Property sector over the last month, and while this is generating some green shoots, it will be a slow build to renew confidence in the sector.

A closer look at three stocks in the world's second-largest economy shows where structural changes can create opportunity for investors.

Podcast key times:

  • Surprising observations and key takeaways from a China research trip: 00:50
  • China's property sector woes: 3:20
  • Time for exposure to China's property sector? (Ke Holdings Inc) 10:30
  • Investing in China's 'emerging multinationals'(Kingdee International Software Group Co) 13:20
  • The investment opportunity in China's power grid (NARI Technology Co Ltd) 19:30
  • Key takeouts - can Chinese stocks thrive again? 31:00

Stock commentary in this episode is illustrative only, not recommendations to buy, hold, or sell any security. 

More global investing insights

Visit antipodes.com and follow us on LinkedIn

........
IMPORTANT INFORMATION: All content in respect of the Antipodes Global Shares (Quoted Managed Fund) (ARSN 625 560 269), the Antipodes Global Fund – Long (ARSN 118 075 764), the Antipodes Global Fund (ARSN 087 719 515), and the Antipodes Emerging Markets (Managed Fund) (ARSN 096 451 393) is issued by Pinnacle Fund Services Limited ABN 29 082 494 371 AFSL 238 371 (“PFSL”) as responsible entity of the Funds and is prepared by Antipodes Partners Limited (ABN 29 602 042 035) (AFSL 481580) (“Antipodes”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice. The information provided is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Funds, you should consider the current Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds and the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the relevant Fund are available via below links. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund. Links to Product Disclosure Statement: IOF0045AU, WHT0057AU, IOF0203AU, WHT3997AU Links to Target Market Determination: IOF0045AU, WHT0057AU, IOF0203AU, WHT3997AU For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or Email service@pinnacleinvestment.com Neither PFSL nor Antipodes guarantees repayment of capital or any particular rate of return from the Funds. Neither PFSL nor Antipodes gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this content. All opinions and estimates included in this website constitute judgments of Antipodes as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance. Stock commentary is illustrative only.

Antipodes Partners
Global Fund Manager
Antipodes

Antipodes' pragmatic value approach to investing in global equities aims to provide clients a smoother long-term wealth creation journey. We manage global long-only and long-short unit trusts, along with the Antipodes Global Shares (Quoted Managed...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment